Purchases and Sales Made in Q4 2022 in Ishares Core S&P 500 ETF (IVV)

IVV Quotes by TradingView

This table provides information about the institutional ownership of Ishares Core S&P 500 ETF (IVV) during Q4 2022. The information is specifically focused on institutions that hold shares of ISHARES CORE S&P 500 ETF.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Jan 18, 2023 Q4 2022
Winthrop Advisory Group LLC

BUY
 -
5.48K
+ 4.52%
$1.96M - $2.24M
127K $75M
Feb 09, 2023 Q4 2022
Mandatum Life Insurance CO LTD

BUY
 -
5.42K
+ 1.33%
$1.94M - $2.22M
414K $245M
Feb 06, 2023 Q4 2022
First Ascent Asset Management, LLC

BUY
 -
5.4K
New
$1.93M - $2.21M
5.4K $3.19M
Feb 27, 2023 Q4 2022
St Germain D J CO Inc

Springfield, MA
BUY
 -
5.34K
+ 169.47%
$1.91M - $2.19M
8.49K $5.02M
Feb 13, 2023 Q4 2022
Worth Financial Advisory Group, LLC

Charlotte, NC
BUY
 -
5.32K
New
$1.91M - $2.18M
5.32K $3.15M
Feb 08, 2023 Q4 2022
Alliance Wealth Advisors, LLC /Ut

Bountiful, UT
BUY
 -
5.31K
New
$1.9M - $2.18M
5.31K $3.14M
Feb 14, 2023 Q4 2022
Patriot Investment Management Inc.

BUY
 -
5.28K
+ 22.58%
$1.89M - $2.16M
28.7K $17M
Feb 14, 2023 Q4 2022
West Coast Financial LLC

BUY
 -
5.28K
+ 3.5%
$1.89M - $2.16M
156K $92.4M
Jan 26, 2023 Q4 2022
Archford Capital Strategies, LLC

BUY
 -
5.25K
+ 171.96%
$1.88M - $2.15M
8.3K $4.91M
Feb 03, 2023 Q4 2022
Wiser Wealth Management, Inc

BUY
 -
5.23K
+ 28.55%
$1.87M - $2.14M
23.6K $13.9M
Jan 20, 2023 Q4 2022
Vestmark Advisory Solutions, Inc.

BUY
 -
5.2K
+ 23.55%
$1.86M - $2.13M
27.3K $16.2M
Jan 17, 2023 Q4 2022
Zhang Financial LLC

BUY
 -
5.19K
+ 51.25%
$1.86M - $2.12M
15.3K $9.06M
Feb 02, 2023 Q4 2022
Wealth Effects LLC

BUY
 -
5.19K
New
$1.86M - $2.12M
5.19K $3.07M
Feb 01, 2023 Q4 2022
Redwood Wealth Management Group, LLC

Moorestown, NJ
BUY
 -
5.17K
New
$1.85M - $2.11M
5.17K $3.06M
Feb 14, 2023 Q4 2022
Linscomb & Williams, Inc.

Houston, TX
BUY
 -
5.12K
+ 1.32%
$1.83M - $2.1M
392K $232M
Jan 25, 2023 Q4 2022
Aj Wealth Strategies, LLC

BUY
 -
5.11K
+ 38.7%
$1.83M - $2.09M
18.3K $10.8M
Jan 23, 2023 Q4 2022
Busey Wealth Management

BUY
 -
5.1K
+ 86.96%
$1.82M - $2.09M
11K $6.48M
Feb 13, 2023 Q4 2022
Callan Capital, LLC

La Jolla, CA
BUY
 -
5.07K
+ 496.57%
$1.81M - $2.07M
6.09K $3.6M
Feb 08, 2023 Q4 2022
Moreno Evelyn V

Boston, MA
BUY
 -
5.05K
+ 469.77%
$1.81M - $2.07M
6.13K $3.62M
Feb 06, 2023 Q4 2022
Y.D. More Investments LTD

Ramat Gan, L3
BUY
 -
5K
New
$1.79M - $2.05M
5K $2.96M
Feb 08, 2023 Q4 2022
Prudential PLC

London, England, X0
BUY
 -
4.94K
+ 2.35%
$1.77M - $2.02M
216K $128M
Jan 17, 2023 Q4 2022
Summit Financial Wealth Advisors, LLC

BUY
 -
4.94K
+ 554.72%
$1.77M - $2.02M
5.83K $3.45M
Jan 17, 2023 Q4 2022
Gallacher Capital Management LLC

Lone Tree, CO
BUY
 -
4.94K
New
$1.77M - $2.02M
4.94K $2.92M
Feb 02, 2023 Q4 2022
Wall Street Access Asset Management, LLC

New York, NY
BUY
 -
4.93K
+ 8.07%
$1.77M - $2.02M
66.1K $39.1M
Feb 01, 2023 Q4 2022
Capital Directions Investment Advisors, LLC

BUY
 -
4.93K
New
$1.77M - $2.02M
4.93K $2.92M
Mar 30, 2023 Q4 2022
Reframe Wealth, LLC

Fairfax, VA
BUY
 -
4.93K
New
$1.77M - $2.02M
4.93K $2.92M
Feb 13, 2023 Q4 2022
Avalon Investment & Advisory

Houston, TX
BUY
 -
4.93K
+ 10.07%
$1.76M - $2.02M
53.9K $31.9M
Aug 26, 2024 Q4 2022
Centennial Bank/Ar/

Conway, AR
BUY
 -
4.85K
New
$1.74M - $1.99M
4.85K $2.87M
Jan 17, 2023 Q4 2022
Blb&B Advisors, LLC

BUY
 -
4.83K
+ 3.3%
$1.73M - $1.98M
151K $89.6M
Jan 31, 2023 Q4 2022
Atria Investments LLC

Charlotte, NC
BUY
 -
4.81K
+ 1.39%
$1.72M - $1.97M
351K $208M
Feb 17, 2023 Q4 2022
Coppell Advisory Solutions Corp.

Coppell, TX
BUY
 -
4.79K
New
$1.71M - $1.96M
4.79K $2.83M
Mar 01, 2023 Q4 2022
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
4.76K
+ 3.29%
$1.71M - $1.95M
150K $88.6M
Feb 09, 2023 Q4 2022
Windham Capital Management, LLC

BUY
 -
4.69K
+ 87.12%
$1.68M - $1.92M
10.1K $5.95M
Feb 13, 2023 Q4 2022
Tfc Financial Management

BUY
 -
4.68K
+ 1.96%
$1.67M - $1.91M
244K $144M
Feb 13, 2023 Q4 2022
Jfs Wealth Advisors, LLC

BUY
 -
4.67K
+ 8.35%
$1.67M - $1.91M
60.5K $35.8M
Jan 10, 2023 Q4 2022
Campbell Wealth Management

BUY
 -
4.64K
+ 9.3%
$1.66M - $1.9M
54.6K $32.3M
Feb 06, 2023 Q4 2022
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
4.62K
New
$1.65M - $1.89M
4.62K $2.73M
Feb 03, 2023 Q4 2022
Ieq Capital, LLC

BUY
 -
4.58K
+ 8.74%
$1.64M - $1.87M
57K $33.7M
Jan 24, 2023 Q4 2022
Lindbrook Capital, LLC

BUY
 -
4.52K
+ 70.65%
$1.62M - $1.85M
10.9K $6.46M
Feb 02, 2023 Q4 2022
Simplex Trading, LLC

BUY
 -
4.52K
New
$1.62M - $1.85M
4.52K $2.67M
Jan 17, 2023 Q4 2022
Exchange Traded Concepts, LLC

BUY
 -
4.52K
New
$1.62M - $1.85M
4.52K $2.67M
Feb 09, 2023 Q4 2022
Goal Fusion Wealth Management, LLC

BUY
 -
4.51K
+ 6.33%
$1.61M - $1.85M
75.7K $44.8M
Feb 14, 2023 Q4 2022
Financial Counselors Inc

BUY
 -
4.49K
+ 11.53%
$1.61M - $1.84M
43.5K $25.7M
Feb 03, 2023 Q4 2022
Capital Investment Advisory Services, LLC

BUY
 -
4.49K
+ 37.35%
$1.61M - $1.84M
16.5K $9.76M
Jan 18, 2023 Q4 2022
Ullmann Wealth Partners Group, LLC

BUY
 -
4.45K
+ 5.36%
$1.59M - $1.82M
87.6K $51.8M
Feb 09, 2023 Q4 2022
Dagco, Inc.

BUY
 -
4.45K
+ 18.27%
$1.59M - $1.82M
28.8K $17M
Jan 30, 2023 Q4 2022
Geneos Wealth Management Inc.

BUY
 -
4.43K
+ 2.31%
$1.59M - $1.81M
196K $116M
Jan 26, 2023 Q4 2022
Vision Capital Management, Inc.

Portland, OR
BUY
 -
4.43K
+ 3.68%
$1.59M - $1.81M
125K $73.9M
Feb 13, 2023 Q4 2022
Boston Research & Management Inc

Manchester, MA
BUY
 -
4.43K
+ 13.86%
$1.59M - $1.81M
36.4K $21.5M

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